Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Seattle, Washington

Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Located in the heart of Seattle, Washington, Dale Donaldson, a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, offers expert guidance to individuals and families seeking to manage their wealth effectively. Situated at 1333 Stewart St Ste 1, Seattle, WA 98109, this esteemed financial institution is easily accessible, with a convenient address that allows clients to visit in person.

Main Services

• Financial planning: Dale Donaldson provides comprehensive financial planning services, helping clients create tailored plans to achieve their short-term and long-term goals.
• Investment services: With extensive knowledge of various investment options, Dale assists clients in developing investment strategies that align with their risk tolerance and financial objectives.
• Retirement planning: Dale helps clients create a secure retirement plan, ensuring they have sufficient funds to maintain their lifestyle in their golden years.
• Investment management: Dale offers ongoing investment management services, continuously monitoring and adjusting the client's portfolio to ensure it remains aligned with their goals and risk tolerance.
• Education and resources: Dale provides clients with access to a wealth of educational resources and tools, empowering them to make informed financial decisions.
• Tax planning: Dale helps clients minimize their tax liability, ensuring they keep more of their hard-earned money.
• Estate planning: Dale assists clients in creating a comprehensive estate plan, ensuring their assets are distributed according to their wishes.
• Insurance planning: Dale helps clients identify and acquire the right insurance coverage to protect their assets and ensure financial security.
• Business planning: Dale provides guidance on business planning, helping entrepreneurs and small business owners achieve their goals.

Location and Access

Dale Donaldson's office is conveniently located at 1333 Stewart St Ste 1, Seattle, WA 98109. This address provides easy access to public transportation, with several bus routes and the light rail system nearby. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Online appointments available for convenience

The office is located in a busy neighborhood with a variety of amenities, including restaurants, shops, and entertainment options. The surrounding area is also home to several major employers, making it an attractive location for professionals.

Featured Characteristics

* Personalized service: Dale Donaldson takes a personalized approach to working with clients, tailoring his services to meet their unique needs and goals.
* Expertise: With years of experience in the financial industry, Dale has developed a deep understanding of various investment options and financial planning strategies.
* Professional network: Dale has established a professional network of advisors and experts, providing clients with access to a wide range of resources and expertise.
* Client-centric approach: Dale prioritizes client satisfaction, working closely with clients to ensure their goals and objectives are met.
* Technology-driven solutions: Dale uses the latest technology to provide clients with access to digital tools and collaboration platforms, making it easier to stay connected and informed.

Practical Information

* Address: 1333 Stewart St Ste 1, Seattle, WA 98109
* Phone: 2063156256
* Website: ameripriseadvisors.com
* Hours of operation: Monday - Friday, 9:00 am - 5:00 pm
* Online appointments: Available through the Ameriprise website

Opinions and Reviews

While Dale Donaldson's office has not received any reviews on Google My Business, it is essential to note that this does not necessarily reflect the quality of service provided. However, based on the information available, it appears that Dale is a highly skilled and experienced financial advisor who takes a personalized approach to working with clients.

In terms of accessibility, the office is wheelchair-accessible, and online appointments are available for convenience. The office is located in a busy neighborhood with a variety of amenities, making it an attractive location for professionals.

Overall, Dale Donaldson's office appears to be a reputable and reliable financial institution, offering a range of services to individuals and families seeking to manage their wealth effectively.